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Financial services representative

Posted by: Paul Gupta & Associates
Posting date: November 17, 2023      Closing date: February 07, 2025
Posting date: November 17, 2023
Closing date: February 07, 2025
 
Job location: Oakville - ON, Canada
 
Salary: 30
 
Vacancy: 1
 
Job category: Financial
Job id: 20231117-203102

Job description:


Job Description


Salary: $30.00 / hour
Location: 1100 South Service Road West., Oakville, ON L6L 5T7
Vacancies: 1
Terms of employment: Permanent, Full time 37.5 hours/week
Start Date: As soon as possible
Employment conditions: Day, Early Morning,

Overview

Languages

English

Education

  • College/CEGEP

Experience

2 years to less than 3 years

Responsibilities

Tasks

  • Approve or reject applications, or recommend applications for approval or rejection
  • Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
  • Complete credit and loan documentation
  • Forward irreconcilable accounts for collector action
  • Interview applicants for loans
  • Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
  • Prepare statements on delinquent accounts
  • Promote sale of credit and loan services
  • Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
  • Review and update credit and loan files
  • Submit credit and loan applications to management

Additional information

Security and safety

  • Basic security clearance

Work conditions and physical capabilities

  • Attention to detail
  • Fast-paced environment
  • Large caseload
  • Tight deadlines
  • Work under pressure

Personal suitability

  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Flexibility
  • Judgement
  • Organized
  • Team player

How to apply

By email

resumespgassociates@gmail.com

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